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Equity markets have corrected since their highs in October 2021, and investors have witnessed periods of heightened volatility induced by the Russia-Ukraine conflict, red-hot inflation, rising interest rates and monetary tightening.

When Nifty50 makes investors jittery about the course of the market, Rajesh Cheruvu, chief investment officer at Validus Wealth, favours equities as an asset class. Validus Wealth manages assets worth $1 billion.

Green Bonds are fixed-income instruments issued for the specific purpose of funding projects that have constructive environmental and or climate benefits.

There’s no respite from volatility for the equity markets, at least for the next few weeks, thanks to the sustained selling by foreign institutional investors, mounting inflationary pressure, liquidity control moves by central banks and supply chain disruptions.

The importance of asset allocation would not have come to the fore if for the experience of the past couple of years.

Environmental, social and corporate governance (ESG) investing started small in the US. long back in 1971 but steadily gained traction with the UN in 2015 adopting the 17 Sustainable Development Goals (SDGs).

As FY23 starts, Rajesh Cheruvu, Chief Investment Officer at Validus Wealth, shares his thoughts on asset classes such as stocks, bonds, gold and global equities.

When it comes to global investments, we believe passively managed exchange traded funds (ETFs) are a more efficient way to invest in equities. This avenue is extremely popular especially when it comes to developed markets. The assets under management for some of these ETFs are a testimony to that.

There are many platforms that are offering retail-oriented products such as mutual funds, equity broking, and deposits to the very large retail customer base.

Retail platforms are widening their product offerings and are also integrating with other entities